+921.6%
SMCI vs UPRO
+128.3%
+793.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -2.7% |
| 7D | -1.3% | -6.0% | +4.7% | +3.0% |
| 30D | +18.3% | -5.8% | +24.1% | +23.5% |
| 3M | +27.7% | +10.8% | +16.9% | +19.4% |
| 6M | +17.6% | +31.6% | -14.0% | +1.9% |
| YTD | +27.7% | +25.4% | +2.3% | +14.4% |
| 1Y | -14.9% | +39.2% | -54.1% | -28.3% |
| 3Y | +33.2% | +218.5% | -185.3% | -29.8% |
| 5Y | +921.6% | +137.1% | +784.5% | +503.2% |
| All | +921.6% | +128.3% | +793.3% | +503.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling